Pcg Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 2,628 shares of GRID stock, worth $328,946. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,628
Previous 2,625
0.11%
Holding current value
$328,946
Previous $303,000
10.23%
% of portfolio
0.14%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding GRID
# of Institutions
256Shares Held
7.55MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$104 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$80.8 Million0.01% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$63.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$61.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$52.5 Million0.02% of portfolio